Continuum Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$834K Buy
18,184
+34
+0.2% +$1.52K 0.08% 215
2025
Q4
$775K Buy
18,150
+886
+5% +$39.2K 0.08% 220
2025
Q3
$753K Buy
17,264
+3,024
+21% +$128K 0.08% 218
2025
Q2
$581K Buy
14,240
+5,464
+62% +$218K 0.07% 240
2025
Q1
$346K Buy
8,776
+706
+9% +$27.6K 0.04% 294
2024
Q4
$305K Sell
8,070
-14
-0.2% -$556 0.04% 321
2024
Q3
$316K Buy
8,084
+1,210
+18% +$44.9K 0.04% 316
2024
Q2
$234K Sell
6,874
-144
-2% -$4.95K 0.03% 341
2024
Q1
$250K Buy
+7,018
New +$219K 0.04% 337

Other funds holding XLU

Continuum Advisory's XLU Position: Q1 2026 in Review

Continuum Advisory increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.19% in Q1 2026, buying an estimated $1.52K and bringing the position to 18,184 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #215.

Continuum Advisory first reported a position in XLU in Q1 2024 and has held it in 9 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Continuum Advisory held 18,184 shares of State Street Utilities Select Sector SPDR ETF worth $834K as of Q1 2026.
  • Continuum Advisory bought 34 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.52K.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of Continuum Advisory's portfolio in Q1 2026, its #215 holding.
  • Continuum Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.